With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

Gina Miller discusses how the financial services industry needs to do more to promote equality, if it wants to reap the rewards of attracting and retaining top talent

Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book